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FIRM PROFILE
Overview
XNERGY FINANCIAL LLC is located at 1801 Century Park East, 25th Floor, Los Angeles, CA 90067 and was first established at Los Angeles, California in 12/15/2008. After operating for 17 years, XNERGY FINANCIAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of XNERGY FINANCIAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. XNERGY FINANCIAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at XNERGY FINANCIAL LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access XNERGY FINANCIAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at XNERGY FINANCIAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for XNERGY FINANCIAL LLC Comes From
Understanding the Statistics for XNERGY FINANCIAL LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1801 Century Park East 25th Floor, Los Angeles, CA, 90067
1801 Century Park East 25th Floor, Los Angeles, CA, 90067
Small
(310) 552-0000
California since 12/15/2008
Limited Liability Company
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at XNERGY FINANCIAL LLC
Mark Stuart Jacobs
Robert Matthew Kidd
Richard Ernest Onesto
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